Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 25.98% | 8.11% | 7.36% | 5.75% | 6.25% | 6.85% | 6.90% |
Data as of 04/30/2021, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 07/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 25.98 | 8.11 | 7.36 | 5.75 | 6.25 | 6.85 | 6.90 | 9.10 | 15.88 | 7.44 | -4.80 | 8.39 | 7.86 | -3.59 | 0.70 | 19.75 | 5.02 | 3.43 | 8.14 | 13.00 | -3.03 | 7.07 | 12.67 | 3.49 | 10.82 | 16.24 | 2.08 | 4.96 |
| Sharpe Ratio | NA | 2.37 | 1.01 | 0.89 | 0.87 | NA | NA | 0.84 | 0.92 | 1.65 | 1.48 | -0.75 | 1.41 | 1.70 | -0.56 | 0.10 | 2.68 | 0.84 | 0.44 | 0.70 | 1.68 | -1.64 | 0.41 | 1.19 | 0.23 | 1.30 | 2.35 | 0.23 | 0.88 |
| Standard Deviation(%) | NA | 10.06 | 7.73 | 7.42 | 6.78 | NA | NA | 7.10 | 9.87 | 9.46 | 4.07 | 8.12 | 5.50 | 4.51 | 6.45 | 6.63 | 7.36 | 5.91 | 7.78 | 11.59 | 7.68 | 2.41 | 10.04 | 7.87 | 5.80 | 7.62 | 6.62 | 4.29 | 3.01 |
| Draw Down(%) | NA | 5.92 | 11.63 | 11.92 | 11.92 | NA | NA | 11.92 | 3.62 | 11.63 | 3.28 | 10.94 | 3.22 | 3.55 | 8.43 | 5.66 | 3.48 | 5.59 | 4.90 | 10.04 | 4.13 | 4.81 | 6.65 | 8.78 | 4.10 | 6.49 | 3.53 | 4.75 | 2.50 |
| Yield(%) | NA | 4.37 | 4.16 | 3.22 | 3.23 | NA | NA | 3.09 | 0.28 | 5.00 | 4.43 | 3.20 | 0.59 | 4.48 | 1.84 | 2.77 | 6.17 | 2.30 | 2.85 | 2.56 | 2.45 | 0.83 | 2.58 | 3.62 | 2.37 | 2.88 | 1.82 | 3.89 | 4.90 |
Data as of 04/30/2021, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate |
0.47%
Oct 2017 - Oct 2020 |
1.51%
Aug 2014 - Aug 2019 |
4.18%
Mar 2010 - Mar 2020 |
5.16%
Feb 2005 - Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| McKESSON CORPORATION PROFIT-SHARING INVESTMENT PLAN Tactical Asset Allocation Moderate |
12.13%
Apr 2003 - Apr 2006 |
11.03%
Oct 2002 - Oct 2007 |
8.32%
Aug 2004 - Aug 2014 |
7.45%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart